Shannon
Smith

Allstate Financial Advisors, LLC

CRD#2495650
Investment Advisor
in Lincoln, NE

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About this Advisor

Shannon Smith is a financial advisor based in Lincoln, Nebraska, working with Allstate Financial Advisors, LLC. Shannon has previously held a position at Allstate Insurance Co. Shannon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Shannon is part of Allstate Financial Advisors, LLC, which operates out of Lincoln, Nebraska. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

151 N 8Th St Ste 450
Lincoln, NE 68508-1380

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

NE Average: $1,978,216,465
Total Number of Employees

350

NE Average: 226
Total Number of Accounts

189

NE Average: 7,467
Average Account Size

$328,756

NE Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Shannon Smith Work History

2014 - Present (11 years)

Allstate Insurance Co

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Disclosures

Please visit the SEC profile of Shannon Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allstate Financial Advisors, LLC

Shannon Smith
Lincoln, NE
Jennifer Sackett
Sun City Center, FL
Kevin Klipp
Jacksonville, FL
Patrick Hamilton
Mount Prospect, IL
Ryan Paris
Englewood, CO
Diana Jansen
Denver, CO
Travis Work
Omaha, NE
Suzanne Nitzberg
Roslyn, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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